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Demonstrate your commitment to the investment management profession

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CFA Institute is currently home to more than 150,000 CFA charterholders worldwide in 165+ countries and regions.

CFA Institute membership offers you opportunities to engage with the issues affecting the profession, connect with local and global colleagues, and access top-tier educational resources and the latest industry insights throughout your career.

Membership also supports critical advocacy and outreach work all around the world that's inspiring greater investor trust, raising professional standards, and shaping a stronger future for the entire global investment industry. You must be a member of CFA Institute to use the CFA designation.

Join a global community of investment management professionals dedicated to high ethical and educational standards.

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CFA Institute regular membership is a requirement to use the CFA designation.

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Please review the OFAC Compliance Policy before applying. Residents of certain countries may be prohibited by law from becoming a CFA Institute or Society Member.

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Applicants in mainland China: We only accept individuals who are eligible for the Chartered Financial Analyst (CFA) designation, having passed Level 3 of the CFA Program and meeting professional work experience requirements as noted below.

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CFA Institute Membership

Regular Membership

We recommend regular membership for candidates in the CFA and/or CIPM Programs. You must have a bachelor’s degree or equivalent education/work experience and a passing score for the CFA Program Level I Exam, CIPM Program Level II Exam, RBA Netherlands Exam, or the self-administered Standards of Practice Exam.

Annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.

Affiliate Membership

We recommend affiliate membership for investment professionals who do not intend to participate in the CFA Program or who have not yet met the requirements for regular membership. You must meet the eligibility requirements for your selected member society.

You must meet the work experience requirements for your selected member society.

CFA Society Membership

When
you apply for CFA Institute membership, you concurrently apply to a CFA
Society.

While CFA Society membership is voluntary, it gives you access
to a community of investment professionals in your area, as well as
local continuing professional development activities and networking
events.